CRM + Brokerage

SMU Sales Open CRM SMU University

CRM + Brokerage

CRM

Customers Sales Leads Quotes Sales Orders Invoices Workflow Payments

Brokerage

Post Job Manage Listings Find vendors

Wholesale Printing

Company Settings

Company Profile Team / Employees Billing & Plans Integrations Settings

Grow Your Shop

Access more jobs, tools and partners with Pro.

Accounting

Financial setup and accounting preferences

Company name, address, branding, and preferences

Financial setup, taxes, terms, accounts, and transaction numbers

Import from ShopVOX

CSV transfer for customers and jobs — dry-run preview, then confirm

Files and images attached to customers and jobs

Connect OpenAI, xAI, or Anthropic so Shoppy can help your team

AI Receptionist

Answer shop calls with Bland.ai — hours, quotes, messages, and transfers

Workflows that run when quotes and orders change

Subscription, invoices, and billing account

Vendor catalogs used when purchasing

Lead sources, industries, expenses, marketing areas, assets, machines, tasks, notes, and pricing levels

Reusable note templates for customers and jobs

Document templates and defaults

Templates, signature, note templates, review email defaults

Custom intake and proof forms

In-app CRM activity alerts for your team

Payment Gateway

Connect a provider for credit card, ACH, and terminal payments

Live spreadsheet to update wholesale, markup, and retail (Matrix / Products / Qty Breaks / Add-ons)

Wholesale Printing standard catalog + your custom products for quote/SO lines

BOM / Materials

Units of measure and material categories for quote BOM

Lead board columns, sources, and defaults

Passwords, sessions, and access controls

Carriers, Profiles, Methods, and Rates — FedEx, UPS, ShipStation, EasyPost

Text message notifications to customers

Create and manage tax rates for quotes and invoices

Users, roles, permissions, and assignment defaults

Today’s clock-ins, timesheets, activity, and clock-in location tracking

Quote, sales order, and invoice defaults

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